Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthPlan Investment Management, LLC (CIK 1929986) reported $1.79B across 448 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($107.2M, 5.97%), IVV ($81.8M, 4.56%), BOXA ($52.1M, 2.90%), VTI ($50.1M, 2.79%), NVDA ($48.1M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $107.2M | 5.97% | 422,306 | Added |
| 2 | IVV | ISHARES TR | $81.8M | 4.56% | 125,181 | Added |
| 3 | BOXA | EA SERIES TRUST | $52.1M | 2.90% | 1.0M | Added |
| 4 | VTI | VANGUARD INDEX FDS | $50.1M | 2.79% | 156,274 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $48.1M | 2.68% | 275,706 | Added |
| 6 | IEMG | ISHARES INC | $37.1M | 2.07% | 531,492 | Added |
| 7 | EPS | WISDOMTREE TR | $31.3M | 1.74% | 459,137 | Added |
| 8 | MSFT | MICROSOFT CORP | $30.0M | 1.67% | 81,091 | Added |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | $27.6M | 1.54% | 364,349 | Added |
| 10 | GOOGL | ALPHABET INC | $26.7M | 1.49% | 92,913 | Added |
| 11 | GOOG | ALPHABET INC | $25.8M | 1.44% | 89,805 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $25.2M | 1.41% | 1.0M | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.9M | 1.38% | 51,873 | Trimmed |
| 14 | SPAB | SPDR SERIES TRUST | $24.3M | 1.35% | 948,018 | Added |
| 15 | META | META PLATFORMS INC | $24.0M | 1.34% | 41,954 | Added |
| 16 | JAVA | J P MORGAN EXCHANGE TRADED F | $23.4M | 1.30% | 325,895 | Added |
| 17 | AGG | ISHARES TR | $23.0M | 1.28% | 231,674 | Added |
| 18 | AGGY | WISDOMTREE TR | $22.1M | 1.23% | 507,625 | Added |
| 19 | JGLO | J P MORGAN EXCHANGE TRADED F | $22.1M | 1.23% | 338,342 | Added |
| 20 | IVE | ISHARES TR | $21.7M | 1.21% | 102,859 | Added |
| 21 | JGRO | J P MORGAN EXCHANGE TRADED F | $20.6M | 1.15% | 243,522 | Added |
| 22 | JCPB | J P MORGAN EXCHANGE TRADED F | $19.2M | 1.07% | 406,896 | Added |
| 23 | WMT | WALMART INC | $18.4M | 1.02% | 147,746 | Added |
| 24 | XOM | EXXON MOBIL CORP | $17.8M | 0.99% | 105,133 | Added |
| 25 | IEFA | ISHARES TR | $17.3M | 0.97% | 191,382 | Added |
Source: SEC Form 13F filings · as of 2026-03-31